Tesla’s China-made vehicle sales declined in October as demand for the six-seat Model Y L eased following its initial launch surge. Data from the China Passenger Car Association (CPCA) showed that Tesla China’s wholesale sales — which include both domestic deliveries and exports — totaled 61,497 units last month, down 9.93% year-on-year and 32.28% from September’s 90,812 units.
The October figure marked Tesla’s lowest monthly sales since May and represented its eighth year-on-year decline within the first ten months of 2025. From January to October, Tesla China’s cumulative wholesale sales reached 667,861 units, a 10.24% drop compared with the same period last year.
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The downturn follows waning enthusiasm for the Model Y L SUV, which began deliveries in early September after its August 19 launch. While early reports indicated strong preorders, demand appears to have cooled.
Tesla continues to list December as the expected delivery month for current Model Y L customers, while standard five-seat Model Y variants maintain shorter delivery timelines of two to five weeks.
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Meanwhile, reports from local outlet 36Kr suggest that Tesla China is developing two new projects — codenamed E41 and D50 — which are simplified versions of the Model Y and Model 3. Both models are reportedly in the validation testing phase and could enter production in China around mid-2026 or later.
Tesla will also feature prominently at the upcoming China International Import Expo, where it plans to display its Cybercab robotaxi, Cybertruck, Model 3, Model Y, humanoid robot, and charging technology.
